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Ratings by Deutsche Bank (Brian Bedell)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/19/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
8/15/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
8/12/2022 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
8/12/2022 CME Group CME Maintain Hold
(N/A)
 
 
  Details
8/12/2022 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
8/12/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
8/12/2022 KKR KKR Maintain Buy
(N/A)
 
 
  Details
8/12/2022 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
8/12/2022 State Street STT Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
8/12/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
8/12/2022 Federated Hermes Inc. FHI Maintain Buy
(N/A)
 
 
  Details
8/12/2022 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
8/12/2022 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
8/12/2022 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
8/12/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
8/10/2022 TPG Inc. TPG Maintain Buy
(N/A)
 
 
  Details
8/5/2022 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
8/5/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
8/4/2022 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
8/4/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
8/3/2022 KKR KKR Maintain Buy
(N/A)
 
 
  Details
8/2/2022 Affiliated Managers Group AMG Maintain
(N/A)
 
 
  Details
8/1/2022 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
7/29/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
7/29/2022 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
7/29/2022 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
7/28/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
7/28/2022 CME Group CME Maintain Hold
(N/A)
 
 
  Details
7/21/2022 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
7/21/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
7/19/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
7/18/2022 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
7/18/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
7/18/2022 State Street STT Maintain Hold
(N/A)
 
 
  Details
7/13/2022 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
7/13/2022 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
7/13/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
7/13/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
7/13/2022 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
7/13/2022 TPG Inc. TPG Maintain Buy
(N/A)
 
 
  Details
7/13/2022 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
7/13/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
7/13/2022 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
7/13/2022 State Street STT Maintain Hold
(N/A)
 
 
  Details
7/13/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
7/13/2022 Federated Hermes Inc. FHI Maintain Buy
(N/A)
 
 
  Details
7/13/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
7/13/2022 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
7/13/2022 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
7/13/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
7/13/2022 CME Group CME Maintain Hold
(N/A)
 
 
  Details
7/13/2022 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
7/13/2022 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
7/13/2022 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
6/28/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
6/28/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
6/28/2022 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
6/28/2022 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
6/28/2022 State Street STT Downgrade Hold
(Buy)
66.27
(74.20)
11.97% Details
5/19/2022 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
5/19/2022 State Street STT Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
5/19/2022 CME Group CME Maintain Hold
(N/A)
 
 
  Details
5/19/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
5/19/2022 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
5/19/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
5/19/2022 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
5/19/2022 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
5/19/2022 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
5/19/2022 TPG Inc. TPG Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
5/19/2022 KKR KKR Maintain Buy
(N/A)
 
 
  Details
5/19/2022 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Federated Hermes Inc. FHI Maintain Buy
(N/A)
 
 
  Details
5/19/2022 Bank of New York Mellon BK Downgrade Hold
(Buy)
43.29
(44.66)
3.16% Details
5/13/2022 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
5/11/2022 TPG Inc. TPG Maintain Buy
(N/A)
 
 
  Details
5/6/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
5/6/2022 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
5/5/2022 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
5/3/2022 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
5/2/2022 Federated Hermes Inc. FHI Maintain Buy
(N/A)
 
 
  Details
4/29/2022 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
4/29/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
4/27/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
4/27/2022 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
4/22/2022 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
4/22/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
4/21/2022 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
4/21/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
4/19/2022 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
4/19/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
4/18/2022 State Street STT Maintain Buy
(N/A)
 
 
  Details
4/14/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
4/7/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
4/7/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
4/7/2022 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
4/7/2022 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
4/7/2022 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
4/7/2022 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
4/7/2022 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
4/7/2022 State Street STT Maintain Buy
(N/A)
 
 
  Details
4/7/2022 Federated Hermes Inc. FHI Maintain Buy
(N/A)
 
 
  Details
4/7/2022 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
4/7/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
4/7/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
4/7/2022 KKR KKR Maintain Buy
(N/A)
 
 
  Details
4/7/2022 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
4/7/2022 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
4/7/2022 CME Group CME Maintain Hold
(N/A)
 
 
  Details
4/7/2022 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
4/7/2022 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
4/7/2022 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
4/7/2022 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
4/7/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
4/7/2022 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
3/29/2022 TPG Inc. TPG Maintain Buy
(N/A)
 
 
  Details
2/18/2022 State Street STT Maintain Buy
(N/A)
 
 
  Details
2/18/2022 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
2/18/2022 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
2/18/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
2/18/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
2/18/2022 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
2/18/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
2/18/2022 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
2/18/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
2/18/2022 CME Group CME Maintain Hold
(N/A)
 
 
  Details
2/18/2022 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
2/18/2022 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
2/18/2022 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
2/18/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
2/18/2022 Federated Hermes Inc. FHI Maintain Buy
(N/A)
 
 
  Details
2/18/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
2/18/2022 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
2/18/2022 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
2/14/2022 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
2/11/2022 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
2/10/2022 CME Group CME Maintain Hold
(N/A)
 
 
  Details
2/9/2022 KKR KKR Maintain Buy
(N/A)
 
 
  Details
2/8/2022 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
2/7/2022 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
2/7/2022 TPG Inc. TPG Maintain Buy
(N/A)
 
 
  Details
2/4/2022 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
2/4/2022 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
2/4/2022 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
2/4/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
2/2/2022 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
1/31/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
1/31/2022 Federated Hermes Inc. FHI Maintain Buy
(N/A)
 
 
  Details
1/28/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
1/28/2022 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
1/28/2022 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
1/27/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/27/2022 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
1/26/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
1/20/2022 State Street STT Maintain Buy
(N/A)
 
 
  Details
1/18/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
1/13/2022 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
1/13/2022 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
1/13/2022 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
1/13/2022 MarketAxess MKTX Maintain Sell
(N/A)
 
 
  Details
1/13/2022 KKR KKR Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
1/13/2022 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
1/13/2022 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Federated Hermes Inc. FHI Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/13/2022 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
1/13/2022 State Street STT Maintain Buy
(N/A)
 
 
  Details
1/13/2022 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
1/13/2022 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
1/13/2022 CME Group CME Maintain Hold
(N/A)
 
 
  Details
12/17/2021 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
12/17/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
12/17/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
12/17/2021 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
12/17/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
12/17/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
12/17/2021 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
12/17/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
12/17/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
12/17/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
12/17/2021 KKR KKR Maintain Buy
(N/A)
 
 
  Details
12/17/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
12/17/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
12/17/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
12/17/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
12/17/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
12/17/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
12/17/2021 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
12/17/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
12/17/2021 Apollo Global Management APO Maintain Buy
(N/A)
 
 
  Details
12/17/2021 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
12/17/2021 Federated Hermes Inc. FHI Upgrade Buy
(Hold)
36.52
(35.72)
-2.19% Details
11/19/2021 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
11/19/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
11/19/2021 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
11/19/2021 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
11/19/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
11/19/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
11/19/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
11/19/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
11/19/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
11/19/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
11/19/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
11/19/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
11/19/2021 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
11/19/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
11/19/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
11/19/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
11/19/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
11/5/2021 Apollo Global Management APO Upgrade Buy
(Hold)
77.29
(59.55)
-22.95% Details
11/3/2021 KKR KKR Maintain Buy
(N/A)
 
 
  Details
11/2/2021 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
11/2/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
11/1/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
11/1/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
11/1/2021 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
10/29/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
10/29/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
10/29/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
10/29/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
10/29/2021 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
10/28/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
10/27/2021 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
10/27/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
10/22/2021 The Blackstone Group BX Maintain Buy
(N/A)
 
 
  Details
10/21/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
10/21/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
10/20/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
10/20/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
10/19/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
10/18/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
10/12/2021 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
10/12/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
10/12/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
10/12/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
10/12/2021 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
10/12/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
10/12/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
10/12/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
10/12/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
10/12/2021 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
10/12/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
10/12/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
10/12/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
10/12/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
10/12/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
10/12/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
10/12/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
10/12/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
10/12/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
10/12/2021 The Carlyle Group LP CG Maintain Buy
(N/A)
 
 
  Details
10/12/2021 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
9/24/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
9/24/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
9/24/2021 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
9/24/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
8/23/2021 Robinhood Markets HOOD Maintain Hold
(N/A)
 
 
  Details
8/11/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
8/11/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
8/11/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
8/11/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
8/11/2021 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
8/11/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
8/11/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
8/11/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
8/11/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
8/11/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
8/11/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
8/11/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
8/11/2021 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
8/11/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
8/11/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
8/11/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
8/11/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
8/11/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
8/11/2021 The Carlyle Group LP CG Upgrade Buy
(Hold)
47.20
(34.63)
-26.63% Details
8/11/2021 The Blackstone Group BX Upgrade Buy
(Hold)
113.82
(107.34)
-5.69% Details
8/11/2021 KKR KKR Upgrade Buy
(Hold)
65.80
(55.83)
-15.15% Details
8/4/2021 KKR KKR Maintain Hold
(N/A)
 
 
  Details
8/2/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
8/2/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
7/30/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
7/30/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
7/30/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
7/30/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
7/30/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
7/23/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
7/23/2021 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
7/22/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
7/22/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
7/22/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
7/19/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
7/16/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
7/15/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
7/12/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
7/12/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
7/12/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
7/12/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
7/12/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
7/12/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
7/12/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
7/12/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
7/12/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
7/12/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
7/12/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
7/12/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
7/12/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
7/12/2021 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
7/12/2021 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
7/12/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
7/12/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
7/12/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
7/12/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
7/12/2021 Affiliated Managers Group AMG Upgrade Buy
(Hold)
176.78
(141.95)
-19.7% Details
6/11/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
5/14/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
5/14/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
5/14/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
5/14/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
5/14/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
5/14/2021 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
5/14/2021 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
5/14/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
5/14/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
5/14/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
5/14/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
5/14/2021 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
5/14/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
5/14/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
5/14/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
5/14/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
5/14/2021 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
5/14/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
5/14/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
5/14/2021 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
5/14/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
5/5/2021 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
5/5/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
5/5/2021 KKR KKR Maintain Hold
(N/A)
 
 
  Details
5/4/2021 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
5/3/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
5/3/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
4/30/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
4/30/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
4/30/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
4/30/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
4/30/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
4/29/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
4/28/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
4/23/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
4/23/2021 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
4/22/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
4/21/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
4/19/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
4/16/2021 Charles Schwab Corp. SCHW Maintain Buy
(Buy)
 
 
  Details
4/16/2021 BlackRock BLK Maintain Buy
(Buy)
 
 
  Details
4/14/2021 KKR KKR Maintain Hold
(N/A)
 
 
  Details
4/13/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
4/9/2021 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
4/9/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
4/9/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
4/9/2021 KKR KKR Maintain Hold
(N/A)
 
 
  Details
4/9/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
4/9/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
4/9/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
4/9/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
4/9/2021 CBOE Holdings CBOE Maintain
(N/A)
 
 
  Details
4/9/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
4/9/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
4/9/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
4/9/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
4/9/2021 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
4/9/2021 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
4/9/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
4/9/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
4/9/2021 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
4/9/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
4/9/2021 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
4/9/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
2/24/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
2/18/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
2/18/2021 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
2/18/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
2/18/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
2/18/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
2/18/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
2/18/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
2/18/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
2/18/2021 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
2/18/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
2/18/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
2/18/2021 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
2/12/2021 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
2/11/2021 CME Group CME Maintain Hold
(N/A)
 
 
  Details
2/9/2021 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
2/8/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
2/5/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
2/5/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
2/5/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
2/5/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
2/4/2021 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
2/3/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
2/1/2021 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
1/28/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/28/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
1/28/2021 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
1/27/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
1/22/2021 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
1/21/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
1/15/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
1/13/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/8/2021 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
1/8/2021 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
1/8/2021 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
1/8/2021 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
1/8/2021 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/8/2021 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
1/8/2021 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
1/8/2021 State Street STT Maintain Buy
(N/A)
 
 
  Details
1/8/2021 KKR KKR Maintain Hold
(N/A)
 
 
  Details
1/8/2021 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
1/8/2021 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
1/8/2021 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
1/8/2021 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
1/8/2021 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
1/8/2021 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
1/8/2021 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
1/8/2021 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
1/8/2021 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
1/8/2021 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
1/8/2021 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
1/8/2021 CME Group CME Downgrade Hold
(Buy)
193.38
(207.92)
7.52% Details
12/18/2020 KKR KKR Maintain Hold
(N/A)
 
 
  Details
12/18/2020 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
12/18/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
12/18/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
12/18/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
12/18/2020 CME Group CME Maintain Buy
(N/A)
 
 
  Details
12/18/2020 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
12/18/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
12/18/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
12/18/2020 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
12/18/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
12/18/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
12/18/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
12/18/2020 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
12/18/2020 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
12/18/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
12/18/2020 State Street STT Maintain Buy
(N/A)
 
 
  Details
12/18/2020 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
12/18/2020 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
12/18/2020 Northern Trust NTRS Upgrade Buy
(Hold)
92.10
(102.70)
11.51% Details
11/20/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
11/11/2020 State Street STT Upgrade Buy
(Hold)
70.10
(74.20)
5.85% Details
11/11/2020 Charles Schwab Corp. SCHW Upgrade Buy
(Hold)
44.96
(75.75)
68.48% Details
11/11/2020 Bank of New York Mellon BK Upgrade Buy
(Hold)
39.16
(44.66)
14.04% Details
11/2/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
11/2/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
11/2/2020 KKR KKR Maintain Hold
(N/A)
 
 
  Details
10/29/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
10/29/2020 CME Group CME Maintain Buy
(N/A)
 
 
  Details
10/28/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
10/28/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
10/27/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
10/22/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
10/19/2020 State Street STT Maintain Hold
(N/A)
 
 
  Details
10/16/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
10/14/2020 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
10/9/2020 KKR KKR Maintain Hold
(N/A)
 
 
  Details
10/9/2020 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
10/9/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
10/9/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
10/9/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
10/9/2020 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
10/9/2020 State Street STT Maintain Hold
(N/A)
 
 
  Details
10/9/2020 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
10/9/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
10/9/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
10/9/2020 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
10/9/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
10/1/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
10/1/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
10/1/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
10/1/2020 BlackRock BLK Upgrade Buy
(Hold)
554.80
(745.22)
34.32% Details
10/1/2020 Eaton Vance EV Upgrade Buy
(Hold)
38.10
(73.07)
91.78% Details
9/17/2020 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
9/17/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
9/17/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
9/17/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
9/17/2020 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
9/17/2020 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
9/17/2020 State Street STT Maintain Hold
(N/A)
 
 
  Details
9/17/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
9/17/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
9/17/2020 CME Group CME Maintain Buy
(N/A)
 
 
  Details
9/17/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
9/17/2020 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
9/17/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
9/17/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
9/17/2020 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
9/17/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
8/27/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
8/5/2020 KKR KKR Maintain Hold
(N/A)
 
 
  Details
8/3/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
8/3/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
7/30/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
7/28/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
7/24/2020 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
7/24/2020 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
7/23/2020 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
7/23/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
7/23/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
7/22/2020 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
7/22/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
7/20/2020 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
7/20/2020 State Street STT Maintain Hold
(N/A)
 
 
  Details
7/17/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
6/11/2020 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
6/11/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
6/11/2020 State Street STT Maintain Hold
(N/A)
 
 
  Details
6/11/2020 KKR KKR Maintain Hold
(N/A)
 
 
  Details
6/11/2020 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
6/11/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
6/11/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
6/11/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
6/11/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
6/11/2020 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
6/11/2020 CME Group CME Maintain Buy
(N/A)
 
 
  Details
6/11/2020 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
6/11/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
6/11/2020 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
6/11/2020 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
6/11/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
6/11/2020 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
6/11/2020 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
6/11/2020 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
6/11/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Brookfield Asset Management BAM Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
5/15/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
5/15/2020 State Street STT Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
5/15/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
5/15/2020 KKR KKR Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
5/15/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
5/15/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
5/15/2020 CME Group CME Maintain Buy
(N/A)
 
 
  Details
5/15/2020 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
5/15/2020 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
5/15/2020 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
5/15/2020 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
5/15/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
5/8/2020 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
5/4/2020 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
5/4/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
5/4/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
5/1/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
5/1/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
5/1/2020 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
4/29/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
4/28/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
4/24/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
4/17/2020 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
4/17/2020 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
4/16/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
3/31/2020 State Street STT Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
3/31/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
3/31/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
3/31/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
3/31/2020 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
3/31/2020 CME Group CME Maintain Buy
(N/A)
 
 
  Details
3/31/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
3/31/2020 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
3/31/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
3/11/2020 Brookfield Asset Management BAM New Coverage Hold
(N/A)
56.76
(52.46)
-7.58% Details
3/5/2020 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
3/5/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
3/5/2020 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
3/5/2020 CME Group CME Maintain Buy
(N/A)
 
 
  Details
3/5/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
3/5/2020 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
3/5/2020 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Federated Hermes Inc. FHI Maintain Hold
(N/A)
 
 
  Details
3/5/2020 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
3/5/2020 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
3/5/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
3/5/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
3/5/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
3/5/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
3/5/2020 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
3/5/2020 CME Group CME Maintain Buy
(N/A)
 
 
  Details
3/5/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
3/5/2020 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
3/5/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
3/5/2020 State Street STT Downgrade Hold
(Buy)
65.85
(74.20)
12.68% Details
2/27/2020 Eaton Vance EV Maintain Buy
(N/A)
 
 
  Details
2/21/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
2/20/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
2/19/2020 Legg Mason LM Maintain Hold
(N/A)
 
 
  Details
2/19/2020 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
2/14/2020 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
2/14/2020 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
2/14/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
2/14/2020 State Street STT Maintain Buy
(N/A)
 
 
  Details
2/14/2020 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
2/14/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
2/14/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
2/14/2020 Legg Mason LM Maintain Hold
(N/A)
 
 
  Details
2/14/2020 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
2/14/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
2/14/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
2/14/2020 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
2/14/2020 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
2/14/2020 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
2/14/2020 BlackRock BLK Downgrade Hold
(Buy)
572.48
(745.22)
30.17% Details
2/7/2020 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
2/5/2020 MGIC Investment MTG Maintain Hold
(N/A)
 
 
  Details
2/5/2020 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
2/5/2020 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
2/5/2020 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
1/31/2020 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
1/31/2020 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
1/30/2020 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
1/30/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/30/2020 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
1/30/2020 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
1/29/2020 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/28/2020 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
1/23/2020 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
12/19/2019 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
12/19/2019 State Street STT Maintain Buy
(N/A)
 
 
  Details
12/19/2019 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
12/19/2019 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Legg Mason LM Maintain Hold
(N/A)
 
 
  Details
12/19/2019 KKR KKR Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
12/19/2019 IntercontinentalExchange ICE Maintain Buy
(N/A)
 
 
  Details
12/19/2019 Federated Investors FII Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
12/19/2019 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
12/19/2019 CME Group CME Maintain Buy
(N/A)
 
 
  Details
12/19/2019 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
12/19/2019 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
12/19/2019 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
12/19/2019 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
12/19/2019 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
12/19/2019 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
11/27/2019 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
11/27/2019 Tradeweb Markets TW Maintain Hold
(N/A)
 
 
  Details
11/27/2019 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
11/27/2019 State Street STT Maintain Buy
(N/A)
 
 
  Details
11/27/2019 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
11/27/2019 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
11/27/2019 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
11/27/2019 Federated Investors FII Maintain Hold
(N/A)
 
 
  Details
11/27/2019 CME Group CME Maintain Buy
(N/A)
 
 
  Details
11/27/2019 BlackRock BLK Maintain Buy
(N/A)
 
 
  Details
11/27/2019 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
11/27/2019 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
11/27/2019 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
11/27/2019 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
11/26/2019 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
11/26/2019 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
11/26/2019 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
11/6/2019 Invesco IVZ Upgrade Buy
(Hold)
17.78
(18.68)
5.06% Details
11/6/2019 State Street STT Upgrade Buy
(Hold)
70.86
(74.20)
4.71% Details
11/6/2019 BlackRock BLK Upgrade Buy
(Hold)
476.53
(745.22)
56.38% Details
11/1/2019 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
10/28/2019 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
10/24/2019 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
10/24/2019 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
10/24/2019 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
10/24/2019 Invesco IVZ Maintain Hold
(N/A)
 
 
  Details
10/24/2019 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
10/17/2019 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
10/16/2019 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
10/16/2019 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
10/9/2019 Janus Henderson Group JHG Maintain Hold
(N/A)
 
 
  Details
10/9/2019 Invesco IVZ Maintain Hold
(N/A)
 
 
  Details
10/2/2019 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
10/2/2019 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
10/2/2019 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
8/21/2019 State Street STT Maintain Hold
(N/A)
 
 
  Details
8/21/2019 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
8/21/2019 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
8/21/2019 E*TRADE ETFC Maintain Hold
(N/A)
 
 
  Details
8/21/2019 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
8/21/2019 TD Ameritrade AMTD Maintain Hold
(N/A)
 
 
  Details
8/14/2019 MarketAxess MKTX Maintain Hold
(N/A)
 
 
  Details
8/9/2019 T. Rowe Price TROW Maintain Buy
(N/A)
 
 
  Details
8/9/2019 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
8/9/2019 Legg Mason LM Maintain Hold
(N/A)
 
 
  Details
8/9/2019 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
8/9/2019 CME Group CME Maintain Buy
(N/A)
 
 
  Details
8/9/2019 CME Group CME Maintain Buy
(N/A)
 
 
  Details
8/9/2019 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
8/9/2019 Bank of New York Mellon BK Maintain Hold
(N/A)
 
 
  Details
8/9/2019 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
7/30/2019 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
7/25/2019 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
7/25/2019 Northern Trust NTRS Maintain Hold
(N/A)
 
 
  Details
7/22/2019 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
7/19/2019 The Blackstone Group BX Maintain Hold
(N/A)
 
 
  Details
7/17/2019 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
7/11/2019 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
7/11/2019 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
7/11/2019 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
7/11/2019 Legg Mason LM Maintain Hold
(N/A)
 
 
  Details
7/11/2019 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
7/11/2019 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
7/11/2019 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
6/18/2019 Charles Schwab Corp. SCHW Downgrade Hold
(Buy)
41.01
(75.75)
84.71% Details
6/18/2019 Bank of New York Mellon BK Downgrade Hold
(Buy)
44.49
(44.66)
0.38% Details
6/5/2019 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
6/5/2019 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
6/5/2019 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
6/5/2019 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
6/5/2019 Eaton Vance EV Maintain Hold
(N/A)
 
 
  Details
6/5/2019 E*TRADE ETFC Maintain Buy
(N/A)
 
 
  Details
6/5/2019 CME Group CME Maintain Buy
(N/A)
 
 
  Details
6/5/2019 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
6/5/2019 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
6/5/2019 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
6/5/2019 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
5/7/2019 Affiliated Managers Group AMG Maintain Hold
(N/A)
 
 
  Details
5/2/2019 The Carlyle Group LP CG Maintain Hold
(N/A)
 
 
  Details
5/2/2019 CME Group CME Maintain Buy
(N/A)
 
 
  Details
4/29/2019 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
4/25/2019 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
4/18/2019 E*TRADE ETFC Maintain Buy
(N/A)
 
 
  Details
3/15/2019 State Street STT Downgrade Hold
(Buy)
69.85
(74.20)
6.23% Details
2/6/2019 Apollo Global Management APO Maintain Hold
(N/A)
 
 
  Details
2/6/2019 Charles Schwab Corp. SCHW Maintain Buy
(N/A)
 
 
  Details
1/31/2019 T. Rowe Price TROW Maintain Hold
(N/A)
 
 
  Details
1/31/2019 Nasdaq OMX Group Inc. NDAQ Maintain Buy
(N/A)
 
 
  Details
1/31/2019 Invesco IVZ Maintain Hold
(N/A)
 
 
  Details
1/31/2019 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
1/24/2019 Northern Trust NTRS Maintain Buy
(N/A)
 
 
  Details
1/17/2019 BlackRock BLK Maintain Hold
(N/A)
 
 
  Details
1/17/2019 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
1/11/2019 Affiliated Managers Group AMG Downgrade Hold
(Buy)
103.50
(141.95)
37.15% Details
1/11/2019 Invesco IVZ Downgrade Hold
(Buy)
17.32
(18.68)
7.85% Details
1/11/2019 Eaton Vance EV Downgrade Hold
(Buy)
36.72
(73.07)
98.99% Details
1/11/2019 BlackRock BLK Downgrade Hold
(Buy)
400.19
(745.22)
86.22% Details
1/10/2019 Legg Mason LM Downgrade Hold
(Buy)
27.00
(49.99)
85.15% Details
11/28/2018 Eaton Vance EV Maintain Buy
(Buy)
 
 
  Details
11/8/2018 E*TRADE ETFC Maintain Buy
(N/A)
 
 
  Details
10/30/2018 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
10/30/2018 Charles Schwab Corp. SCHW Upgrade Buy
(Hold)
43.19
(41.01)
-5.05% Details
10/29/2018 WisdomTree Investments WETF Maintain Hold
(N/A)
 
 
  Details
10/26/2018 Franklin Resources BEN Maintain Hold
(N/A)
 
 
  Details
10/25/2018 Legg Mason LM Maintain Buy
(N/A)
 
 
  Details
10/22/2018 State Street STT Maintain Buy
(N/A)
 
 
  Details
10/22/2018 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
10/19/2018 Bank of New York Mellon BK Maintain Buy
(N/A)
 
 
  Details
10/19/2018 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
10/19/2018 E*TRADE ETFC Maintain Buy
(N/A)
 
 
  Details
10/18/2018 Northern Trust NTRS Upgrade Buy
(Hold)
99.38
(85.87)
-13.59% Details
10/4/2018 State Street STT Maintain Buy
(N/A)
 
 
  Details
10/4/2018 Charles Schwab Corp. SCHW Maintain Hold
(N/A)
 
 
  Details
10/4/2018 Eaton Vance EV Maintain Buy
(N/A)
 
 
  Details
10/4/2018 CBOE Holdings CBOE Maintain Buy
(N/A)
 
 
  Details
10/4/2018 TD Ameritrade AMTD Maintain Buy
(N/A)
 
 
  Details
10/4/2018 Affiliated Managers Group AMG Maintain Buy
(N/A)
 
 
  Details
9/27/2018 Invesco IVZ Maintain Buy
(N/A)
 
 
  Details
9/7/2018 T. Rowe Price TROW Downgrade Hold
(Buy)
114.50
(131.77)
15.08% Details